Confidence is the baseline for any advisor-client relationship, but what most people don’t think about is what happens when the person you’ve trusted for decades steps away.
In this special episode, we’re sharing an interview John Napolitano did with Michael Gordon, founder of Inside Advisor Transitions. Michael asks questions geared at John’s experience as longtime advisor, former CPA, and founder of a multi-generational RIA.
The topic: what it really takes to build a business that doesn’t just serve one generation, but many.
Whether you’re a client wondering how your advisor’s retirement might impact your financial life—or an advisor thinking about how to secure the future of your firm—this conversation offers a rare, behind-the-scenes look at succession done right.
John shares:
- Why great succession planning starts years before an advisor retires
- How he developed a team of next-generation advisors who carry on his values and client relationships
- The decision-making process behind keeping the business independent vs. selling to a larger firm
It’s a thoughtful conversation about legacy–not just personal legacy, but business legacy. It’s about the vision to build a firm that lasts long after the founder has stepped away.
Listen in to see what a well-planned transition really looks like—for both clients and advisors.
Key Links- Napier Financial – https://napierfinancial.com/
- John Napolitano’s LinkedIn - https://www.linkedin.com/in/johnpnapolitano/
- Michael Gordon’s LinkedIn - https://www.linkedin.com/in/knowyourfirm/
- Michael Gordon’s Website - https://www.themichaelgordon.com/
Podcast produced and distributed by Evergreen Financial Marketing https://www.evergreenfm.com/
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